Address And Details

303 Broadway, Ste 1100 , Cincinnati, OH 45202-5354
Fund Manager Team Managed
Manager Tenure

Strategy And Objective

The Touchstone Growth Opportunities Fund (the Fund) seeks long-term growth of capital. The Fund invests primarily in stocks of domestic growth companies that the sub-advisor, Westfield Capital Management Company, L.P. ( Westfield), believes have a demonstrated record of achievement with excellent prospects for earnings growth over a one- to three-year period. In choosing securities, Westfield looks for companies that it believes are reasonably priced with high forecasted earnings potential. The Fund may invest in companies of any market capitalization. Westfield expects to hold investments in the Fund for an average of 12 to 24 months. However, changes in Westfields outlook and market conditions may significantly affect the amount of time the Fund holds a security. The Funds portfolio turnover may vary greatly from year to year and during a particular year. Asa result, the Fund may engage in frequent and active trading as part of its principal investment strategy. The Fund generally will sell a security if one or more of the following occurs: Westfields predetermined price target objective is exceeded; there is an alteration to the original investment case; valuation relative to the stocks peer group is no longer attractive; or better risk/reward opportunities may be found in other stocks. The Fund is non-diversified and may invest a significant percentage of its assets in the securities of a single company.

Net Asset Value

as of 5:11 PM ET 09/17/2021

Performance

  • 1 Week
  • -0.41%
  • 1 Month
  • +2.01%
  • 3 Months
  • +5.14%
  • 1 Yr Return
  • +21.46%
  • 5 Yr Return
  • +71.27%

Equity Sector Breakdown

Technology 48.67%
Finance 15.87%
RetailTrade 10.58%
IndustrialCyclical 5.62%
Services 5.28%
NonDurables 3.80%
Health 1.61%
ConsumerDurables 1.23%
Energy n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Stocks 99.72%
ForeignStocks 1.46%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 33.50 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 3.83 3.77 -0.21
Beta 1.06 1.04 1.12
R Squared 0.94 0.92 0.90
Std Deviation 20.23 16.29 15.82
Sharpe Ratio 1.21 1.43 n/a

Purchase Information

as of 5:11 PM ET 09/16/2021
Minimum Initial $2500
Minimum Additional $50
Minimum Initial IRA $1000

Performance

Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 06/30/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 06/30/2021
1 Year
  • +29.00%
  • +41.63%
+29.00% +41.63%
3 Year
  • +23.40%
  • +24.51%
+23.40% +24.51%
10 Year
  • +17.82%
  • +15.89%
+17.82% +15.89%
Life Of Fund
  • +17.94%
  • +17.73%
+17.94% +17.73%

Top 10 Holdings

Symbol Company Name % Of Assets
AMZN AMAZON COM INC 7.19%
AAPL APPLE INC 7.19%
GOOGL ALPHABET INC CLASS A 5.82%
MSFT MICROSOFT CORP 5.44%
FB FACEBOOK INC 4.65%
V VISA INC 3.01%
ABBV ABBVIE INC 2.72%
ZEN ZENDESK INC 2.46%
NOW SERVICENOW INC 2.43%
PYPL PAYPAL HOLDINGS INC 2.40%

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